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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

UBS holding history

UBS Group AG in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UBS by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,595−100.0%Sold outHolders
Q4 20254,595$212.8K<0.1%+4,595NewHolders
Q3 20250$00.0%−6,531−100.0%Sold outHolders
Q2 20256,531$220.9K<0.1%−5,276−44.7%ReducedHolders
Q1 202511,807$361.6K<0.1%−2,491−17.4%ReducedHolders
Q4 202414,298$433.5K<0.1%+14,298NewHolders
Q3 20240$00.0%−14,585−100.0%Sold outHolders
Q2 202414,585$430.8K<0.1%−3,062−17.4%ReducedHolders
Q1 202417,647$542.1K<0.1%−4,969−22.0%ReducedHolders
Q4 202322,616$698.8K<0.1%−5,751−20.3%ReducedHolders
Q3 202328,367$699.3K<0.1%−1,845−6.1%ReducedHolders
Q2 202330,212$612.4K<0.1%+7,948+35.7%AddedHolders
Q1 202322,264$475.1K<0.1%+164+0.7%AddedHolders
Q4 202222,100$412.6K<0.1%−1,795−7.5%ReducedHolders
Q3 202223,895$347.0K<0.1%+10,014+72.1%AddedHolders
Q2 202213,881$226.0K<0.1%+433+3.2%AddedHolders
Q1 202213,448$263.0K<0.1%+2,841+26.8%AddedHolders
Q4 202110,607$189.0K<0.1%−7,672−42.0%ReducedHolders
Q3 202118,279$292.0K<0.1%−7,075−27.9%ReducedHolders
Q2 202125,354$389.0K<0.1%−37,768−59.8%ReducedHolders
Q1 202163,122$980.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.